Keyword based rules

 
Here you can automate work time assignments to tasks by setting up task switching rules. With such rules you can reduce task switches on the desktop application and eliminate manual work time documentation completely. The system can search for the given keywords according to the conditions set and perform an automated task switch or logout. Logout rules automatically suspend work time registrations for the session defined by the rule.
  1. Create new rules
  2. Defining the keywords
  3. Defining the context
  4. Task switch or logout
  5. Rule list
  1. Create new rules

    You can set up new rules by clicking on the icon of the rule type. Task switching rules determine the task on which the work time is registered when the key word is identified.
    Logout rules automatically suspend work time registrations for the session defined by the rule. When the conditions change (the user starts another activity) the rules automatically switch back to the previous active task.
  2. Defining the keywords

    You can enter multiple keywords in a rule with the + button and you can also define the logical relationship (AND / OR) of the combined keywords. You can also enter incomplete words by clicking on the star signs in the entry field. When the "stars" are active then they can stand for any character before or after the word and implies that several variants of the given word or fragment will result in automatic task change or logout. (If you enter "suppo*" then support, supposed, supportive, etc are also identified as keywords of the rule.) Click on the X after the words to delete an element from complex keyword conditions.

  3. Defining the context

    Then you can define the context where the system must identify the keywords of the rule. From the dropdown menu you can select more than place (e.g.: To, from, subject line of emails, or application and office document title, etc..) where the keywords have to be recognized to perform the task switch automatically.

  4. Task switch or logout

    Finally you can define the task on which the desktop application will switch when a match is identified. You can enter the task name manually or select it from the project structure. The rule apply to every user who is assigned to the selected task. Logout rules can be assigned to dedicated users, user groups or roles. The system switches back to the previous task as soon as the match ceases. Click save to activate the rules.

  5. Rule list

    You can change the view of active rules with the links above the table. You can edit or delete rules with the icons at the end of the lines. Rules can be edited in the same popup where new rules can be set up. Click save after changing any element of the rule conditions.